Connecting The Dots to Maximize Efficiency, Increase Profits and Grow Your Agency.
* The Next Generation of Agency Management Software – Xanatek Connect Is Here!
Device Independence
We call our agency management solution Connect because it integrates the key aspects of your business. It’s powerful software for today’s modern agency seeking to increase operational efficiency and deliver enhanced customer experiences.
• API Available
• Support for Zapier
• Device Independence
• Unlimited Support and Training
• Cloud-Based
• Mobile-Friendly
• Secure
• Intuitive User Interface
• One Flat Price for Comprehensive Solution
Manage Your Clients and Prospects
- Powerful database enables you to find files easily, store policy information, and conduct customer and prospect outreach
- See the information that is most important to you
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- Easily gather information from or provide documents to your clients
- Protect yourself from E&O issues by documenting interactions with customers and prospects
- Device independent - Web-based
- API integrations
Connect Sales Machine
- You work hard to acquire new customers, let Connect Sales Machine help you keep them
- Know what's happening in your producers' pipelines
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- Identify trends or training opportunities to close more sales
- Robust reporting capabilities - Keep your finger on the pulse of your agency
Enhanced Communication
- Two-way email from Connect
- Optional enhanced texting capabilities available (basic included)
- Client Portal - Coming Soon
- Automated marketing options available via XanaFuel
Comparative Rating
- Fast, easy way to get quotes from multiple carriers
- Works with Xanatek’s powerful rater as well as integrates with other raters, including ACS, Applied Systems Rater, IBQ Systems, and ITC’s TurboRater
Workflow Tools
- Task scheduling for improved time management and communication
- Documents can be linked with notes, tasks and emails for a complete account picture
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- Enter data only once and manage through tasks
- Drag and Drop
- Full suite of Acord forms
Carrier Downloads
- Personal lines, commercial lines, claims and commission statements
- Includes eDocs and Messages that automatically attach to client files
Invoices and Receipts
- Tools needed to quickly and easily process invoices
- Receipt option can pay down invoices and provide tools to manage payments on direct bill policies
- Combine multiple policies in a single invoice
Commission Downloads
- Commission downloads from carriers (where available) directly to Connect
- Support for importing commission data from carrier Excel files
- Ability to create producer payables
Dashboard and Reporting
- Opportunity to set custom categories and tags to sort and report on different elements in client and prospect database at the client, policy, contact, note or file levels
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- Quick access to renewal lists, book of business summaries, monoline policies
- Customizable reporting for every aspect of your book of business
Industry Partners
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Xanatek believes in supporting the insurance community. We work with many industry partners in order to make both our partners and Xanatek stronger.
Click here for more information on our Industry Partners.
Integration Partners
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At Xanatek, we recognize that no one system can do it all. That is why we partner with some of the best innovators in the insurance industry. Integrations allow your management system to work with, and take advantage of, many other technologies.
Click here for more information on our Integration Partners.
Get the Most Out of Connect With Solution Enhancements
Xanasign
E-signature Solution
XanaFuel
Automated Marketing Options
XanaRate
Powerful, Accurate Rating Options
Call Center
Call Tracking and Analysis
Need more? Look at our Integration Partners page for additional integration capabilities.